The Marketing Solution

Client onboarding is the process of welcoming new clients into your business, addressing their questions and concerns, and ensuring they understand all of the services available to them. It really is just a continuation of the conversation they have already been having with you during the nurturing or referral processes.

One of the biggest mistakes some financial advisors make is to assume that the onboarding process is part of their typical customer service functions or that it is just filling out some paperwork and you are on your way. This can lead to confused and frustrated clients – that won’t be clients for long.

Pretty pictures could cost you a pretty penny Stock photos are a great way to enhance your firm’s brand, but beware before you just copy and paste whatever picture grabs your attention from Google images – it could cost you! We live in a visual world – motivated and...

Submitting articles to other outlets is an important step of your content marketing strategy that should not be left unexplored. This allows you to reach an audience that you may not currently have connections with.

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Meet Crystal

Crystal Lee Butler, MBA is a creative marketer and results-oriented business consultant with over a decade of experience collaborating with independent advisors. At Crystal Marketing Solutions, she delivers exceptional insights for financial professionals enabling them to create a consistent marketing presence so they can focus on the things that matter most to them.

As a financial advisor you have certain groups of people that receive keys pieces of information from you on a regular basis. Have you ever stopped to see if the recipients of your email can see everyone else’s personal information?

In order to create effective marketing campaigns it is important to understand the differences (and some similarities) in how each generation prefers to receive digital content. You may be surprised by what you learn!

In this part of this series Funnels for Financial Advisers, I will cover the details about the How-to of Lead Nurturing and provide you with the actionable steps, checklists, and templates to get you started.

Lead nurturing part encompasses the know, like, and trust process that I have talked about in the past and it is an essential step in getting someone from just looking around your website to actually becoming a client. People want to do business with people they are comfortable with. You have to nurture those leads.

There are two primary ways for lead generation. One is through referrals and/or centers-of-influence (COIs); these are based on word-of-mouth recommendations. But I am going to focus on your website and social media traffic, as these are things over which you have more control.

A lead is a person who has shown interest in your company in some way. It is a “potential sale.” They may come from website visitors, social media, or blogs. Based on their interaction with you (or your content) they are slightly interested in what you have to say. But how do you know if someone is actually a lead or just a visitor?

About Crystal

Crystal Lee Butler, MBA is a creative marketer and results-oriented business consultant with over a decade of experience collaborating with independent advisers. At Crystal Marketing Solutions, she delivers exceptional insights for financial professionals enabling them to create a consistent marketing presence so they can focus on the things that matter most to them.

Disclosures

This website is marketing advertising and does not establish a client relationship, which is only formed when you have signed an engagement agreement. We do not guarantee results and past results do not guarantee future results.